PSS booking form Secure Your Personal Strategy Session.Tailored to Your Investment Goals Email *Consultant Name *Choose the option belowOption 1Option 2Expected personal BC *Expected SMSF BC *Session Qualification *Financially qualifiedConfirmed 90minsAll Decision Makers are attendingWill be on Computer or Laptop for ZoomHome Status *Living with Family/BoardingRentingOwner - Debt FreeOwner - Paying a Mortgage2nd contract? *YesNo-singleHome value *Mortage *Home value *Combined Savings *Combined Super Balance *Financial Discovery Matrix Link *What is their main pain point / motivator? *(debt elimination / tax minimisation / retirement / legacy / financial freedom / helping family etc)Why is that their biggest pain point / motivator? *How does it tangibly and viscerally effect their lives? i.e. the mortgage is making them stressed which means they are now forced to work overtime, spend less time with the family so now their home life is in a shambles and there are more arguments about money which is now putting strain on the marriage etc.What have they done to fix it? *Have they refinanced? Invested? Spoken to experts? Savings Plan? Taken any action towards a plan?If Nothing, why haven't they done something else / something more?* *What excuses are they using for not taking action? (usually circumstantial instead of emotional like "too busy", "weren't sure how")What are the fears and concerns holding them back? *What deeper reasoning / fears are stopping them taking action if this is really a problem? (usually emotional like fears about investing, trusting companies etc)What other information or context is useful? *Add any detail that will be useful for the FFS and future conversations.Reflections from the call *What went well and what do I want to keep repeating:What are the reasons for the booking:What didn't go well:What did I get stuck on / need to work on:What is my focus to improve for the next booking call:Submit
